OpenText Exstream - OpenText Webroot Unity Integration and Automation

Common Integration Use Cases Between OpenText Exstream and OpenText Webroot Unity

1. Secure Delivery of Customer Statements and Policy Documents

Data flow: OpenText Exstream to OpenText Webroot Unity

OpenText Exstream generates high-volume customer statements, bills, policies, and notices, then passes delivery events and endpoint security context to OpenText Webroot Unity to help ensure the recipient device or access session is not flagged as high risk before distribution. This is especially useful for regulated communications where secure delivery matters.

• Reduces exposure of sensitive documents to compromised endpoints
• Supports compliance for financial services, insurance, and utilities communications
• Improves confidence in digital delivery channels such as email and web portals

2. Risk-Based Communication Channel Selection

Data flow: OpenText Webroot Unity to OpenText Exstream

OpenText Webroot Unity can provide endpoint threat signals that help OpenText Exstream determine the safest communication channel for outbound customer messages. If a recipient device or environment is identified as risky, Exstream can route communications to a safer channel such as secure web delivery instead of email attachments.

• Minimizes the chance of sensitive content being intercepted on insecure devices
• Improves customer communication reliability during active threat conditions
• Enables policy-driven routing based on security posture

3. Secure Customer Self-Service Portal Access for Document Retrieval

Data flow: Bi-directional

Exstream publishes personalized documents to a customer portal, while Webroot Unity helps validate the security posture of devices accessing that portal. If a device is suspected of malware or phishing compromise, access can be restricted or additional verification can be triggered before the customer downloads statements, claims letters, or account notices.

• Protects sensitive documents from unauthorized access
• Supports secure digital self-service operations
• Reduces help desk incidents related to suspicious access attempts

4. Security-Aware Outbound Email and Notification Workflows

Data flow: OpenText Exstream to OpenText Webroot Unity

When Exstream sends customer emails, SMS-linked notifications, or web alerts, it can integrate with Webroot Unity threat intelligence to screen sending endpoints and reduce the risk of compromised internal systems being used to distribute malicious or fraudulent communications. This helps protect brand trust and customer confidence.

• Prevents outbound communications from infected workstations or servers
• Reduces the risk of phishing-like messages being sent from legitimate systems
• Supports governance for customer-facing communication operations

5. Incident-Triggered Customer Communication Campaigns

Data flow: OpenText Webroot Unity to OpenText Exstream

When Webroot Unity detects a security incident such as ransomware, malware, or phishing activity affecting enterprise endpoints, it can trigger Exstream to generate targeted customer or partner communications. For example, a financial institution could send account protection notices, password reset instructions, or fraud alerts based on the incident type.

• Speeds up customer notification during security events
• Improves consistency of incident-related messaging
• Helps organizations meet notification obligations and reduce confusion

6. Secure Employee Communications for Security Awareness and Policy Updates

Data flow: Bi-directional

Exstream can generate personalized employee communications such as security policy updates, phishing awareness notices, and mandatory action reminders, while Webroot Unity can confirm whether employee endpoints are healthy before delivering links or attachments. This creates a safer internal communications process for security teams and HR teams.

• Improves delivery of security training and policy notices
• Reduces the risk of malicious payloads reaching compromised devices
• Supports coordinated workflows between security operations and communications teams

7. Audit-Ready Communication and Security Reporting

Data flow: Bi-directional

Exstream communication logs and delivery records can be combined with Webroot Unity endpoint security events to create a complete audit trail for regulated communications. This is valuable for proving that sensitive notices were generated, delivered, and accessed in a secure environment.

• Strengthens audit and compliance reporting
• Helps investigate disputes about document delivery or access
• Provides a unified view for compliance, security, and operations teams

8. Fraud Prevention for High-Value Customer Correspondence

Data flow: OpenText Webroot Unity to OpenText Exstream

For high-value communications such as payment instructions, policy changes, or claims decisions, Webroot Unity can flag suspicious endpoint activity before Exstream sends the final communication. If a user account or device is compromised, the workflow can pause or route the communication for manual review.

• Reduces the risk of fraudulent outbound correspondence
• Protects customers from spoofed or manipulated messages
• Creates a control point for sensitive business communications